User Custom Fields

User Custom Fields provides an easy way to add custom merge fields to add unique information about each user. Using EAM as an admin, you can add as many as necessary to provide each customizable field to meet your user's needs.

It's important to have an understanding of how EAM (Enterprise Automation Management) works before creating User Custom Fields. To learn more, click here.

EAM is the method used to add and edit most Enterprise-wide customization and is therefore an administrator only section. The simple act of adding a new user custom field will immediately and automatically make it available to all users in your enterprise.

These easy-to-add fields not only store the information about a user, but they can be used as merge fields in emails and SMS/textmessages - further customizing and helping ensure your outbound communications are accurate and relevant to the recipient.

There are three data types of to choose from:

1. Text - Open text to add anything details from a single word to sentence length
2. Number - Limited to numbers only
3. Date - Month, Day, Year

In this article, we will demonstrate the following:

• Access EAM
• Add a User Custom Field
• Edit a User Custom Field Name
• Delete a User Custom Field
• Update User Profile
• Custom User Merge Fields

Access EAM

To access EAM - Click on the Enterprise drop-down at the top-left and choose 'Automation Management'


Next, the EAM page will display. In the menu group on the left, choose 'User Custom Fields'.


This will take us to the Enterprise User Custom Fields section of EAM.

Add a User Custom Field

Creating a new user custom field takes less than a minute and will immediately be available for use by all users within this Enterprise.

To begin, click the '+ Add Custom Field' button. If there are no custom fields created yet, there will be two buttons. If we already have one or more custom fields, they will be listed and the button will only be located at the upper-right.

Next, the Add User Custom Field slide-out will appear at the right. This is where we'll add the appropriate information for our first custom field.


There are just 3 items that must be added to create the new custom field

1. Field Name - This is the display name of the field. We will want it to be easy to identify by each user so they easily understand what information is to be added.
2. Field Type - Text, Number or Date
3. Merge Field Name - This is the merge tag that will be added to email and SMS/texts to automatically merge in the data contained within the custom field. It can be helpful to edit the merge field name to keep it short.

In the animated GIF below, we'll demonstrate creating a new user custom field.

This process can be repeated to add as many user custom fields as required.

Edit a User Custom Field Name

There may be times when updating the custom field name will be desired. In the animated GIF below, we'll show how to edit a field name from "Year Stated" to "Year Started in Industry". We want to make this change to ensure our enterprise users know what information is expected to be added to this field.

Delete a User Custom Field

Before deleting a user custom field, it should be well established that it is no longer needed. Once deleted, it will immediately be removed from the entire Enterprise.

In the animated GIF below, we'll demonstrate how to quickly delete an unneeded or newly created custom field that has an error.

Update a User Profile

After adding a new user custom field, it will immediately be available for use to every user in the Enterprise.

When adding or editing any user custom field, we'll simply go out the User Profile to edit it, just like any standard user field.

To begin, click on your Name at the lower-left side of the screen. Then choose, 'Account Settings'.

Next, the 'User Profile' page will display, where we'll click the drop-down for 'Custom Fields'

This is where every user custom field will live - easily accessible and available to add or update information.

In the animated GIF below, we'll demonstrate adding our own information into each new user custom field.

Custom Merge Fields

Every user custom field added can also be used as a merge field in any email or SMS/Text message. Just like all other merge fields, it can easily be found and added to new or existing outbound communication.

In the animated GIF below, we'll demonstrate how to add multiple custom user fields in an email.